Eli Lilly (LLY 4.41%) stock hasn't been doing too well this year, but that could change later this month. A couple of key events are on the horizon this month during which the company will release new data from studies relating to multiple GLP-1 drugs. They can give investors insights into how well the drugs are doing, and whether approvals for new drugs and indications could be forthcoming in the near future. As of the end of last week, shares of Eli Lilly were flat since the start of 2025. There hasn't be ...

Eli Lilly and Company (NYSE:LLY) Goldman Sachs 46th Annual Global Healthcare Conference June 10, 2025 8:00 AM ET Company Participants Lucas E. Montarce - Executive VP & CFO Michael Czapar - Director of Investor Relations Conference Call Participants Unidentified Analyst Get started here. Welcome to day 2 of our healthcare conference. The weather is still holding up. Thank God for that. Very pleased to kick off our morning session this morning with Eli Lilly. We have Lucas Montarce, CFO; and Mike Czapar, Sen ...

Eli Lilly (LLY) FY Conference June 10, 2025 08:00 AM ET Speaker0 All right. Great. We're just about at time, so we can get started here. Welcome to good day two of our health care conference. The weather is still holding up. Thank God for that. Very pleased to kick off our morning session this morning with Eli Lilly. We have Lucas Montard, CFO and Mike Zappa, Senior Vice President, Investor Relations. Thank you, Lucas and Mike, for being with us. Happy to be here. Thank you. Great. So I guess to kick off, L ...

Summary of NewAmsterdam Pharma Company (NAMS) FY Conference Call Company Overview - **Company**: NewAmsterdam Pharma Company (NAMS) - **Focus**: Development of LDL lowering therapies, specifically elbocetropib Market Opportunity - The LDL lowering market has evolved significantly over the past 15 years, with guidelines shifting to recommend lower LDL targets for high-risk patients, specifically a target of 55 mg/dL [2][5] - The market for LDL lowering drugs is growing, with branded drugs like Repatha increasing by 40% and generic Ezetimibe by 20% [5] - Elbocetropib is positioned to lower LDL by 35% to 50%, making it a competitive option in the market [17] Product Differentiation - Elbocetropib is an LDL plus drug, offering additional benefits beyond LDL lowering, such as potential diabetes protection and Alzheimer's disease implications [6][14] - The drug is well tolerated, with adverse events comparable to placebo, making it appealing for primary care prescriptions [17] - Elbocetropib targets a patient population that does not qualify for injectable therapies, addressing a significant unmet need [18][19] Clinical Trials and FDA Interaction - NAMS has conducted three phase three trials (Brooklyn, Broadway, and Tandem) demonstrating significant LDL lowering efficacy [25][26] - The FDA has requested a dedicated blood pressure trial and an outcome study during the review period, which is expected to read out by the end of 2026 [27][28] - The Broadway trial showed a 21% MACE benefit, indicating potential cardiovascular advantages [29] Financial Position - NAMS has over $800 million in cash, providing a strong financial position for upcoming launches and trials [39][40] - The company is preparing for a structured commercial rollout, with a focus on timing regulatory filings and launch strategies [42] Partnerships and Market Strategy - NAMS has a partnership with Metarini in Europe, which provided significant upfront payments to support the company’s financial needs [43][44] - The company is exploring options for a potential partnership in the U.S. but is currently focused on a go-alone strategy to maximize shareholder value [46] Regulatory Environment - The company is monitoring drug pricing policy dynamics, particularly in relation to its European partner, which may provide some advantages regarding pricing control [49][50] Upcoming Catalysts - Key upcoming events include an R&D Day where further data on MACE benefits and atherosclerosis will be presented, as well as a presentation at the AIC meeting on July 30 [51][53] - The company plans to file for approval in Europe in the second half of the year and is working on a study combining elbocetropib with PCSK9 inhibitors [57] Conclusion - NewAmsterdam Pharma is positioned to capitalize on the growing LDL lowering market with its innovative product, elbocetropib, which offers unique benefits and a strong clinical profile. The company is well-financed and strategically planning for future growth and regulatory approvals.

Investment Strategy Insights - Billionaire fund managers, such as Stanley Druckenmiller, provide valuable insights for investors looking to build wealth by following their investment strategies [1][4] - Druckenmiller has a history of delivering an annualized average return of 30% over 30 years without a money-losing year, making his investment decisions noteworthy [4] Recent Investment Moves by Druckenmiller - Druckenmiller closed his position in Nvidia, which had a remarkable gain of over 700% from Q4 2022 to Q3 2023, expressing some regret about the timing of the sale [5] - He also exited his position in Palantir Technologies, which had a 340% gain in the previous year [6] Focus on Growth Stocks - Druckenmiller increased his investment in Eli Lilly by 52% in Q1 2023, now holding 94,830 shares valued at approximately $73 million, indicating confidence in the company's growth potential [8] - Eli Lilly's growth is driven by its position in the high-growth weight loss drug market, particularly with its GLP-1 agonist tirzepatide, which has seen significant demand [9][10] Future Growth Potential for Eli Lilly - Analysts predict the weight loss drug market could reach $95 billion annually by 2030, suggesting strong future revenue growth for Eli Lilly [10] - Lilly is also developing a new weight loss pill, orforglipron, which could enhance its market position if it proves effective and gains regulatory approval [11] Investment Considerations - Investors may consider following Druckenmiller's lead by exiting positions in Nvidia and Palantir while investing in Eli Lilly, depending on their individual investment strategies [12]

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以下文章来源于氨基观察 ，作者氨基君 氨基观察 . 生命科学新时代的商业智库和价值灯塔 作者 | 武月 来源 | 氨基观察 每笔交易的潜在首付款、里程碑付款以及商业化分成约为50亿美元。且其中之一已经处于后期阶 段，预计将于6月份完成。 如此重磅BD消息，石药集团的股价自然应声大涨，市值再次逼近千亿大关。 事实上，在其正式公告之前，市场上已经有相关消息流传。因为石药集团于29日中午交出一份不 及预期的一季报，营收、利润双下滑，而在财报电话会议上，公司管理层已经披露了上述BD消 息，这也使得其股价在业绩发布之后，逆势大涨12%。 尽管石药集团在公告中多次提示BD的不确定性，但市场更多是沉浸于巨大的金额层面。3项50亿 美元的交易，言下之意，潜在交易总额达150亿美元。即使首付款按照5%计算，也高达7.5亿美 元。 乐观者认为，这是石药再次秀出创新肌肉，石药集团不断增长的研发，并没有带来创新药的估值 溢价。随着新的重磅BD的达成，其业绩会有新的保障；谨慎者则认为，潜在大BD确实能驱动股 价大涨，但重磅BD属于重大商业机密，也是涉及股价的敏感信息，在BD落地前就提前公告，是 否有些突兀？ 至少，在全球医药产业中，预 ...

Core Insights - Eli Lilly has experienced significant revenue growth driven by its weight loss drug portfolio, particularly Mounjaro and Zepbound, which have become blockbusters generating over $11 billion and $4.9 billion in sales respectively [10] - The company is well-positioned in the weight loss market, competing with Novo Nordisk, and has plans to advance its oral weight loss candidate, orforglipron, which could provide a competitive edge [11] Company Overview - Eli Lilly offers a diverse range of medicines, including cancer and immunology drugs, but its weight loss drugs have recently become a standout category [1][2] - The company's weight loss drugs are classified as dual GIP and GLP-1 receptor agonists, which help control blood sugar levels and appetite [5] Market Dynamics - The demand for weight loss drugs has been robust, leading to a significant market presence for both Eli Lilly and Novo Nordisk, with Lilly quickly gaining market share after launching Mounjaro in 2022 and Zepbound in 2023 [6] - Despite a recent reduction in Goldman Sachs' forecast for global sales of anti-obesity medicines to $95 billion by 2030, this still represents a 239% increase from the current $28 billion market [8][9] Financial Performance - Eli Lilly's total sales growth has been impressive, with a 32% increase in the full year and a 45% increase in the most recent quarter [10] - The company's shares are currently trading at 34 times forward earnings estimates, comparable to leading tech companies, indicating strong growth potential [12][14] Competitive Advantage - Lilly's potential oral weight loss drug, orforglipron, could provide a significant advantage over Novo Nordisk's oral semaglutide, as it does not involve strict food and water guidelines [11] - The company combines the growth potential of a tech stock with the stability and dividend growth typical of pharmaceutical companies, making it an attractive investment option [15][16]

风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 超级泥头车 来源：雪球 创新药行业的投资本质是 " 高风险 、 高回报 " 的科技博弈 ， 其价值实现高度集中于 " 潜在重 磅药物出现→专利期内商业化成功 " 这一窗口期 。 这一特性使其与传统的 " 买入并长期持有 " 价值投资模式存在差异 ， 但通过精准把握投资节点 、 管理风险 ， 仍可构建符合价值投资框架 的策略 。 一 、 创新药投资是 " 阶段性价值投资 " 与 " 概率游戏 " 的结合 行业特殊性导致的估值悖论 高研发风险与零和博弈 ： 礼来CEO指出行业整体研发回报率接近零 （ 剔除GLP-1药物后PE仅 12倍 ） ， 源于90%临床阶段药物失败率 。 企业价值高度依赖单款重磅药物 （ 如修美乐曾占 艾伯维收入的60% ） ， 但专利悬崖后若无接替产品 ， 估值将崩塌 （ 如辉瑞立普妥专利到期 后市值腰斩 ） 。 平台型公司的 " 伪护城河 " ： 即使强如恒瑞医药 ， 其管线成功率也受临床转化效率制约 。 2022-2024年ADC/双抗交易爆发 （ 占中国License-out交易的50%以上 ...

Core Insights - AnaptysBio, Inc. has released updated data from the Phase 2b trial of rosnilimab, demonstrating significant efficacy in treating rheumatoid arthritis [1][2] - The drug showed durable responses and was well tolerated compared to standard biologics and JAK inhibitors [2][4] - Analyst Emily Bodnar upgraded AnaptysBio's rating from Neutral to Buy, raising the price target from $22 to $38 based on positive trial data [4] Efficacy and Safety - In a 424-patient trial, rosnilimab achieved JAK-like efficacy on multiple measures, including low disease activity (LDA) and remission on the Clinical Disease Activity Index (CDAI) [1] - At Week 12, all three doses of rosnilimab (100mg Q4W, 400mg Q4W, 600mg Q2W) showed statistically significant reductions in DAS-28 CRP and ACR20 compared to placebo [2] - By Week 12, 45% of patients achieved CDAI LDA, increasing to 69% by Week 14 across all doses [2] Patient Outcomes - Rosnilimab demonstrated clinically meaningful improvements in patient-reported outcomes, including pain visual analog scale (VAS) and HAQ-Disability Index [4] - As of the March 11, 2025 data cutoff, 83% of patients remained in LDA at Week 34, with a median CDAI of 13 for those not sustaining LDA [3] Competitive Landscape - Data from the SELECT-CHOICE trial indicated similar efficacy results for AbbVie’s Rinvoq and Bristol Myers Squibb’s Orencia, aligning with rosnilimab's outcomes [5] - In contrast, Eli Lilly's discontinued PD-1 agonist peresolimab showed a decline in CDAI LDA rates, highlighting rosnilimab's stronger performance [6] - Johnson & Johnson is expected to present early data for its PD-1 agonist at the upcoming EULAR conference, although its study is smaller than AnaptysBio's [6]